See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,574 | $67,606-48.9% | $82,313-58.0% | $70,131-50.7% |
| Participation rate | 69.4% | 72.8%-3.3pp | 76.9%-7.4pp | 69.5%-0.1pp |
| Annual return | 66.97% | 21.57%+45.4pp | 25.88%+41.1pp | 73.14%-6.2pp |
| Employer contribution / active EE | $1,227 | $1,755-30.1% | $2,428-49.5% | $2,342-47.6% |
| Participant deferral / active EE | $3,230 | $2,987+8.1% | $3,706-12.8% | $3,332-3.1% |
| Admin fee / account holder | $34 | $4,512-99.2% | $5,608-99.4% | $4,645-99.3% |